Pipedrive vs Zendesk Sell

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Our analysts compared Pipedrive vs Zendesk Sell based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Zendesk Sell Software Tool

Product Basics

Pipedrive supports sales professionals in managing every phase of the sales process, from lead generation to customer contact. Forecasting enables sales reps to close more deals, and visual pipelines clarify what stage a lead is in and what action is required.

Users can simplify and streamline tasks with automation and AI capabilities. It offers integrations and an open API, so companies can plug in third-party apps to further extend its capabilities.
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Zendesk Sell (formerly Base, acquired by Zendesk in 2018) is a web and mobile-based application that helps businesses manage their sales, marketing and customer service operations seamlessly.

With a sales automation module, pipeline visibility, communication management and insightful reporting, it is usable by both B2B and B2C businesses to cut down on manual overhead expenses and improve operational efficiency and accuracy.
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$14.90 Annual, monthly
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Tailored to your specific needs
$19/Agent, Monthly
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Tailored to your specific needs
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Product Assistance

Documentation
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Live Online
Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Visualize Sales Pipeline: Track each deal through the pipeline via a visual interface and easy-to-use tools. Add custom fields to pipelines to capture necessary data and customize to reflect specific sales stages. 
  • Centralize Communication: Streamline communication with a bi–directional sync for personal and professional inboxes. Add lists of activities directly to the Sales Inbox. 
  • Import Data Easily: Control the process of importing data from another source, whether that’s a spreadsheet or a different CRM. Migrate data from many top solutions, including Salesforce, SugarCRM, HubSpot, Pipeliner, Infusionsoft, MS Dynamics CRM, Zoho CRM, NetSuite CRM and Insightly. 
  • Work Smarter: Improve user performance with a built-in AI tool called Sales Assist. Send performance tips based on behavior, suggest tasks to automate, and notify users of system changes. 
  • Reduce Manual Tasks: Streamline repetitive tasks though workflow automation by setting triggers and actions. Draw social media information into the CRM, pre-qualify leads in a single click and send real-time push notifications via webhooks. 
  • Understand Data: Gain insights into sales data via comprehensive reporting features. Customize which metrics the reports track for visibility into top KPIs like deals added, open deals and average deal age. Divide metrics based on products or services. 
  • Create Custom Features: An open API provides advanced control over the system’s capabilities. Connect to a host of third-party apps to easily sync data. Use the API to develop features that fit unique workflows and processes for greater functionality. 
  • Work Anywhere: Native apps for iOS and Android allow users to sync contacts and calendars, view daily priorities, record audio notes, and work within Google Drive or Gmail to add files and items like new deals. 
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  • Complete Organizational Visibility:  Zendesk Sell offers complete visibility into sales, marketing and customer support departments, giving users real-time updates on priority tasks, performance and progress. 
  • Better Productivity:  With sales and communication automation and a central system to keep track of sales, marketing and customer support activities, users can improve their efficiency and productivity. 
  • Improved Customer Relationships:  Centralized contacts and interaction histories and live chat support functionality helps users reduce their response time to customers and provide better customer services. 
  • Mobile Access:  Zendesk Sell can be operated through iOS and Android devices, making it possible for users to manage work updates on the move. 
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  • Lead Management: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
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  • Database Management:  Zendesk Sell saves contacts and lead data in a simplified visual manner. Users can also import and export data sets, use advanced search and filtering options and segment data on custom parameters for better targeting.  
  • Opportunity Management:  Users can manage opportunities with layered segmentation based on filters like demographic, deal size, rate of engagement and more. Leads are also scored to predict their probability of conversion, helping users focus their efforts on closing deals faster. 
  • Pipeline Management:  The platform offers a visual representation of the sales pipeline, with details like the number of leads across each stage in the buyer journey, the deal size, estimated revenue, current revenue, number of deals won and more. 
  • Quota Management:  Managers can view lead quotas assigned to each team member and their progress toward goal. They can also assign leads to the team members on a round-robin basis or on rule-based engines to match each lead’s best fit. 
  • Activity Tracking:  Zendesk Sell offers activity tracking and calendar integration so that important tasks like calls, meetings, appointments and scheduled communications are copied to the calendar with timely reminders. Managers can also set up tasks and goals for team members, track their progress against deadlines and follow up on subsequent actions when required. 
  • Performance Management:  Managers can track all team members’ performance against goals, deadlines and assigned leads. 
  • Collaboration Management:  Zendesk Sell helps teammates and team leaders collaborate on projects through tagging and sharing contacts, templates, documents and notes. 
  • Document Management:  Users can store, organize and share documents in various formats such as texts, presentations, images and audio with other team members. 
  • Workflow Management:  Users can standardize their sales process and automate parts of it through rule-based engines that initiate event-triggered actions. This helps the salesperson focus on closing the deal rather than managing data and scheduling communication manually. 
  • Call Management:  Users can call leads and prospects using an automatic dialer. The software also enables call scripting and records calls for further analysis and iterations. 
  • Chat and Training Support:  Zendesk Sell offers a chat portal to help users resolve customer queries. Users can also create a knowledge bank for their customers with frequently asked questions, video tutorials, presentations and supporting documents. 
  • Email Marketing:  Users can sync their existing email accounts with Zendesk Sell to send targeted and personalized emails to their clients. With pre-built templates to cater to contacts across the buyer journey and retention cycle, email tracking for open-rate, click-rate and response-rate and detailed reports for mass mailing campaigns, Zendesk Sell offers full email marketing support to its users. 
  • Custom Forms:  Zendesk Sell offers customizable web forms that can be integrated into the website, landing pages and social media campaigns for customer surveys and lead generation. 
  • FEATURE: Sales Forecasting: The platform provides detailed insights on current and past sales trends and key metrics and uses predictive analysis to forecast current versus expected revenue. 
  • Reporting and Statistics:  Zendesk Sell offers various reports on funnel movement, employee activity and performance management, sales performance and marketing effectiveness. These reports can be further customized to parameters like date ranges, sales rep, source and more. 
  • Dashboard:  Zendesk Sell has a visual dashboard depicting all key metrics with accessible drag-and-drop features. Users can customize the way their dashboard looks and prioritize to-do lists, sales pipeline, performance charts and more as per their requirements. 
  • User Management:  Admins and managers can prepare an organizational chart, share it and grant role-based access to users. 
  • Offline Access:  Zendesk Sell offers limited offline access so that users can view all details, update progress against their task lists and attach notes and documents. Changes are synced to the platform once the network is connected again. 
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Product Ranking

#1

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CRM Software

#47

among all
CRM Software

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Analyst Rating Summary

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Dashboards and Reports
Platform Security
Product Management
Account and Contact Management
Integrations and Extensibility
Dashboards and Reports
Mobile Capabilities

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Pipedrive
Zendesk Sell
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 90 82 100 77 78 79 65 0 69 100 62 68 75 82 83 100 77 75 91 78 0 63 67 47 45 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

85%
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User Sentiment Summary

Excellent User Sentiment 6235 reviews
Great User Sentiment 723 reviews
90%
of users recommend this product

Pipedrive has a 'excellent' User Satisfaction Rating of 90% when considering 6235 user reviews from 6 recognized software review sites.

87%
of users recommend this product

Zendesk Sell has a 'great' User Satisfaction Rating of 87% when considering 723 user reviews from 5 recognized software review sites.

5.0 (24)
4.8 (26)
4.3 (1253)
4.3 (406)
4.54 (2491)
n/a
4.6 (2207)
4.3 (129)
4.5 (59)
4.6 (136)
4.1 (201)
3.4 (26)

Awards

SelectHub research analysts have evaluated Pipedrive and concluded it earns best-in-class honors for Platform Security. Pipedrive stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Platform Security Award

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Synopsis of User Ratings and Reviews

Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
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Easy to Use: Users appreciate the intuitive interface and straightforward navigation, making it simple to learn and use effectively without extensive training.
Customization: The platform offers a high degree of customization, allowing businesses to tailor the system to their specific workflows and sales processes.
Integrations: Zendesk Sell integrates seamlessly with various third-party applications, such as email marketing tools and customer support platforms, enhancing overall efficiency.
Mobile App: The mobile app enables sales teams to access crucial information and manage deals while on the go, promoting productivity and responsiveness.
Reporting and Analytics: Robust reporting and analytics tools provide valuable insights into sales performance, helping businesses track progress, identify trends, and make data-driven decisions.
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Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.
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Limited Customization: Users have expressed frustration with the inability to tailor Zendesk Sell to their specific workflows, especially when it comes to building custom objects and modifying existing fields. The platform's rigidity can hinder efficiency for businesses with unique processes.
Reporting Challenges: Generating customized reports and extracting meaningful insights from data can be cumbersome. Users often find the reporting tools to be inflexible and lacking the depth needed for comprehensive analysis.
Mobile App Limitations: The mobile app's functionality falls short of the web version, with limited features and occasional performance issues. This can be a significant drawback for teams that rely on mobile access to customer data.
Learning Curve: Zendesk Sell's interface, while generally considered user-friendly, can present a learning curve for new users due to its extensive features and functionalities. This initial complexity may require additional time investment for onboarding and training.
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Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

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Zendesk Sell, a customer relationship management (CRM) software, has elicited a range of user feedback over the past year. While some users appreciate its user-friendly interface and seamless integration with other Zendesk products, others express concerns about its limitations and cost. The software's strengths lie in its intuitive design, making it accessible even for those new to CRM systems. Its integration with Zendesk Support and Zendesk Chat streamlines workflows and enhances team collaboration. However, some users find the features offered by Zendesk Sell to be less comprehensive compared to other CRM solutions, particularly in areas such as marketing automation and advanced reporting. Additionally, the pricing structure may pose a challenge for smaller businesses or those with limited budgets. Zendesk Sell appears well-suited for businesses already invested in the Zendesk ecosystem, as it complements existing workflows and leverages familiar interfaces. Its ease of use makes it a viable option for small to medium-sized businesses seeking a basic CRM solution. However, larger enterprises or those requiring advanced functionality may need to explore alternative options that offer a broader feature set. Ultimately, the decision of whether Zendesk Sell is the right fit hinges on a business's specific needs, budget, and existing software infrastructure.

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